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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

520 hedge funds and large institutions have $5.08B invested in Vanguard Mid-Cap Value ETF in 2019 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 182 increasing their positions, 187 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
520
Holders Change
+16
Holders Change %
+3.17%
% of All Funds
11.42%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.68%
New
47
Increased
182
Reduced
187
Closed
29
Calls
$3.44M
Puts
$444K
Net Calls
+$3M
Net Calls Change
+$2.27M

Top Buyers

1
CL
Cabana LLC
Arkansas
+$20.4M
2
FIA
Foundations Investment Advisors
Arizona
+$17.5M
3
SB
Suntrust Banks
Georgia
+$17.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$13.2M
5
Bank of America
Bank of America
North Carolina
+$9.53M

Top Sellers

1
JCM
Jacobi Capital Management
Pennsylvania
-$26M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$17.1M
3
Stifel Financial
Stifel Financial
Missouri
-$15.7M
4
RGI
River Global Investors
United Kingdom
-$9.65M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
M&T Bank
326
M&T Bank
New York
$370K +$1.47K +13 +0.4%
FFG
327
Ford Financial Group
California
$357K +$357K +3,165 New
KWM
328
Kingsview Wealth Management
Oregon
$356K +$70.6K +625 +25%
HTC
329
Haverford Trust Company
Pennsylvania
$349K -$70.6K -624 -17%
KF
330
Krilogy Financial
Missouri
$347K +$1.58K +14 +0.5%
SFA
331
Sequoia Financial Advisors
Ohio
$347K +$347K +3,073 New
BB
332
Busey Bank
Illinois
$346K – – –
AC
333
Alexandria Capital
Virginia
$344K -$10.6K -94 -3%
ASN
334
Advisory Services Network
Georgia
$342K – – –
BIA
335
Bigelow Investment Advisors
Maine
$341K – – –
SSI
336
Scott & Selber Inc
Texas
$339K – – –
OWP
337
Obermeyer Wealth Partners
Colorado
$339K +$339K +3,000 New
CAG
338
Crestwood Advisors Group
Massachusetts
$332K +$62.5K +553 +23%
RJT
339
Raymond James Trust
Florida
$320K +$52.4K +463 +20%
Comerica Bank
340
Comerica Bank
Texas
$318K -$90.6K -797 -22%
MFW
341
Meristem Family Wealth
Minnesota
$316K +$316K +2,794 New
HSWM
342
Hubbell Strickland Wealth Management
Louisiana
$316K +$316K +2,794 New
FA
343
FCG Advisors
New Jersey
$315K +$3.85K +34 +1%
CHP
344
Cable Hill Partners
Oregon
$312K – – –
FPCG
345
Fort Pitt Capital Group
Pennsylvania
$309K – – –
CAG
346
Csenge Advisory Group
Florida
$309K +$309K +2,731 New
V
347
Veritable
Delaware
$305K – – –
IA
348
IFG Advisory
Georgia
$294K +$294K +2,607 New
FA
349
FC Advisory
Pennsylvania
$291K +$449 +4 +0.2%
CMO
350
Covenant Multifamily Offices
Texas
$289K +$289K +6,778 New
12 13
14
15 16